Cold Calling Financial Advisor

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By Jerome Clatworthy

Cold calling a financial advisor can be an intimidating prospect. After all, you may not know exactly what to expect or what types of questions to ask. However, if done right it can be a great way to get the information you need for your financial planning needs and even possibly find someone who is willing to help you achieve your goals. To make cold calling successful, research beforehand about the person or company that you are trying to contact and come prepared with thoughtful questions ready. It’s also important to remember that it never hurts to be polite in any situation!

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